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AKRIX Akre Focus Instl Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are VISA (NYSE:V), Mastercard (NYSE:MA), American Tower Corp (NYSE:AMT).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in securities of companies listed on U.S. stock exchanges. Investments consist primarily of common stocks of companies of any size market capitalization. It may also invest in preferred stocks, warrants, options, and other equity-like instruments, such as partnership interests, limited liability company interests, business trust shares and rights, REITs, and other securities that are convertible into equity securities. The fund is non-diversified.

Market Cap

The average market capitalization across the Akre Focus Instl MF is 166.41B. The market cap for tickers in the group ranges from 216.07M to 573.25B. V holds the highest valuation in this group at 573.25B. The lowest valued company is CSU at 216.07M.

Volume

The average weekly volume growth across all stocks in the Akre Focus Instl MF was 2%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 85
P/E Growth Rating: 49
Price Growth Rating: 42
SMR Rating: 49
Profit Risk Rating: 29
Seasonality Score: 22 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Professionally Managed Portfolios615 EAST MICHIGAN STREETMilwaukee
Phone
N/A
Web
N/A
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1D
1W
1M
1Q
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AKRIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AKRIX has been closely correlated with GFAFX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if AKRIX jumps, then GFAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AKRIX
1D Price
Change %
AKRIX100%
-1.11%
GFAFX - AKRIX
87%
Closely correlated
-1.64%
GFACX - AKRIX
87%
Closely correlated
-1.65%
RGAGX - AKRIX
72%
Closely correlated
-1.66%
AGTHX - AKRIX
71%
Closely correlated
-1.65%
RGAFX - AKRIX
71%
Closely correlated
-1.65%
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